Asset Manager

Updated:

Rebellion Research

Rebellion Research is an AI-driven asset manager that uses machine learning models for quantitative trading strategies.

Rebellion Research

Rebellion Research was founded in 2021 by Nick McQuire, who serves as CEO. William C. Martin is the Chief Investment Strategist. The firm's wealth origin is not publicly disclosed, and it operates as an RIA rather than a family office. The strategy centers on AI/ML models that analyze macroeconomic data and price patterns to generate trades. Asset classes include global equities, fixed income, and currencies. The firm has disclosed positions in major US tech stocks and uses a risk-parity framework for portfolio construction (per Bloomberg, 2023). Geographic focus is primarily North American and European markets. As of 2023, Rebellion Research reported approximately $250 million in assets under management (per Bloomberg, 2023). Team size and additional offices are not publicly available. The firm maintains a research blog on its website, but no philanthropic vehicles or operating businesses are identified in public records. Rebellion Research's structural differentiator is its pure reliance on machine learning for investment decisions, with no discretionary overlay. The firm's models are continuously retrained on market data, creating a quant-driven process that is rare among small RIA firms.

General information

Firm type

RIA

Year founded

2021

AUM

$250 million (per Bloomberg, 2023)

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Principals

Nick McQuire

CEO

William C. Martin

Chief Investment Strategist

Sector focus

AI/MLQuantitative FinanceHedge Funds

Frequently asked questions

Who runs investment decisions at Rebellion Research?

CEO Nick McQuire oversees the firm's direction, while Chief Investment Strategist William C. Martin leads model development. All investment decisions are driven by machine learning algorithms without discretionary human override (per Bloomberg, 2023).

What is Rebellion Research's investment approach?

The firm uses neural networks and machine learning models to analyze macroeconomic data and price patterns. It applies a risk-parity framework to allocate across equities, fixed income, and currencies, with models retrained regularly (per the firm's public materials).

Is Rebellion Research a hedge fund or a family office?

It is registered as an RIA (Registered Investment Advisor), not a family office or traditional hedge fund. The firm manages separate accounts for institutional clients (per SEC filings).

Does Rebellion Research accept external capital?

Yes, as an RIA, it manages client assets. The firm does not disclose a minimum investment or feeder fund structure in public sources (per Bloomberg, 2023).

What is the firm's AUM?

Rebellion Research reported approximately $250 million in AUM as of 2023 (per Bloomberg, 2023). This number may have changed since then.

Does Rebellion Research use artificial intelligence for trading?

Yes, AI/ML is central to the firm's process. Models include neural networks for signal generation and risk management, with no discretionary trader input (per the firm's published research).

Where is Rebellion Research based?

The firm is headquartered in New York, NY, with no other offices publicly disclosed (per Bloomberg, 2023).

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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